Position in DRTS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$246,190
+$34,090 QoQ
Shares Held
19,570
-34.8% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#36
of 74 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DRTS Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Summit Financial, LLC holds $38,785,020 across 19 Biotechnology names. DRTS ranks #13 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXSM |
Axsome Therapeutics, Inc.
|
46,571 | $11,399,183 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
17,095 | $10,659,416 | |
| 3 | TGTX |
Tg Therapeutics, Inc.
|
95,303 | $5,235,946 | |
| 4 | VKTX |
Viking Therapeutics, Inc.
|
66,785 | $2,605,282 | |
| 5 | AVXL |
Anavex Life Sciences Corp.
|
909,430 | $2,355,423 | |
| 6 | IMRX |
Immuneering Corp
|
452,264 | $2,256,797 | |
| 7 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
2,265 | $1,125,093 | |
| 8 | MDWD |
MediWound Ltd.
|
46,914 | $689,635 |
All Filings in DRTS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,190 | 19,570 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $212,100 | 30,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $218,027 | 44,046 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $232,761 | 51,610 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||